Latest Institutional Purchases of Invesco Iftse Rafi Dev Mkts Ex (PXF)
This list provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 36.06% |
$16.4M - $18.3M
|
1.32M
$64.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
235K+ 2.11% |
$11M - $12.4M
|
11.4M
$556M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
133K+ 150.9% |
$6.27M - $7.02M
|
222K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.4KNew |
$2.93M - $3.28M
|
62.4K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
53K+ 131.14% |
$2.49M - $2.79M
|
93.4K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 9.14% |
$1.9M - $2.13M
|
483K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.4K+ 6.84% |
$1.9M - $2.13M
|
631K
$30.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.83M - $2.05M
|
39K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.6KNew |
$1.44M - $1.61M
|
30.6K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.9KNew |
$1.41M - $1.58M
|
29.9K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.2KNew |
$1.37M - $1.54M
|
29.2K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
19.4K+ 6.38% |
$911K - $1.02M
|
324K
$15.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
17.9K+ 6.01% |
$842K - $943K
|
316K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 49.54% |
$500K - $561K
|
32.2K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 21.72% |
$490K - $549K
|
58.4K
$2.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
9.3K+ 11.87% |
$437K - $489K
|
87.6K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.57K+ 2.9% |
$402K - $451K
|
304K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6.87KNew |
$323K - $361K
|
6.87K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.67K+ 27.81% |
$313K - $351K
|
30.7K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.67KNew |
$313K - $351K
|
6.67K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.02KNew |
$283K - $317K
|
6.02K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.78K+ 208.11% |
$271K - $304K
|
8.55K
$419K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.3K+ 7.37% |
$202K - $226K
|
62.7K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.15KNew |
$195K - $218K
|
4.15K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
4.13KNew |
$194K - $217K
|
4.13K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.11KNew |
$193K - $216K
|
4.11K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.03KNew |
$189K - $212K
|
4.03K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.99KNew |
$188K - $210K
|
3.99K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.96KNew |
$186K - $208K
|
3.96K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$185K - $207K
|
3.93K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$182K - $204K
|
3.88K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$157K - $176K
|
3.35K
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 7.93% |
$129K - $145K
|
37.4K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.59K+ 2.18% |
$122K - $136K
|
121K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 2.65% |
$103K - $115K
|
85K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 4.22% |
$92.6K - $104K
|
48.7K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.72K+ 5.81% |
$80.9K - $90.7K
|
31.4K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41K+ 203.31% |
$66.4K - $74.4K
|
2.11K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 89.4% |
$59.8K - $67K
|
2.7K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 64.65% |
$48.7K - $54.6K
|
2.64K
$129K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 9.18% |
$47.6K - $53.4K
|
12.1K
$591K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916+ 2.46% |
$43K - $48.2K
|
38.1K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
883+ 11.34% |
$41.5K - $46.5K
|
8.67K
$425K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
836+ 27.6% |
$39.3K - $44K
|
3.87K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
806+ 4.23% |
$37.8K - $42.4K
|
19.9K
$973K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
717New |
$33.7K - $37.7K
|
717
$35.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
691+ 2.99% |
$32.4K - $36.4K
|
23.8K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
688+ 1.34% |
$32.3K - $36.2K
|
52K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
678+ 24.11% |
$31.8K - $35.7K
|
3.49K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
659+ 125.76% |
$30.9K - $34.7K
|
1.18K
$57.9K
|